Connect with publishers in Real-Time CDP Collaboration

Hey, what’s up everybody? This is Doug. In this video, I want to show you how you as an advertiser can set up a connection in Adobe real-time CDP collaboration with a publisher. So here I am in collaboration. In case you haven’t seen this yet, you go over to the nine dots right here and you can select real-time CDP collaboration and it’ll take you into collaboration. You’ll be on one of these three pages. Now we’ve already done a couple of setup things in here. So I’ve set up the organization called Luma demo. I’ve also set up some audiences or we’ve referenced some audiences that are available to us now here. And you can see if we go to collaborate, we haven’t set up any projects yet. So we’ll do that in another video after we set up a connection. So there we go. We need to select connect and this will take us into the publisher catalog. Now this is obviously a demo site. So these are also demo publishers. But this is where you would go to see the available publishers and to select one. As you can see in addition to their names, you’ve got some information about them. If you want to get a little bit more than this, you can go to, you know, view publisher right here to get more information about the publishers that are available there. So then it’s just a simple connect right here to start the process. When we click this, you’ll get kind of a list of kind of how this is going to go down. So we’re actually going to do the first four of these steps in here. So the publisher will receive your connection invite. Here’s what to expect next. So as soon as we send this invite, it is going to send an invitation to, in this case, TV tube and say, hey, this Luma demo company is connecting with you in real-time CDP collaboration. And that’s step one here that we can see it’s going to send that invite. The publisher then accepts that invite and it’s going to come back to you where you will then look at some settings and send those over to the publisher for review. The publisher accepts those and then you guys will be ready to start collaborating to create a project, etc. So let’s go ahead and start that. We’re going to send the invite and boom. Now what this does for us there is it takes us from the publisher catalog over to my connections. There was nothing here yet before, but now we have the one that we just initiated. So here’s our status, our invite sent status. And again, this sends this over to the publisher. Now on the publisher side, they are going to receive that request and so they’re going to have the option then to accept that initial invitation and then start to work things out. So we come back and now when we do a refresh here and we go to the connections and my connections, this has now changed because even though it’s still pending, it’s not completed yet, but now we have this set up connection. Now, let me go ahead and click into this. You can see what kinds of things we’re going to need to set up. So here are the settings that you’ll need to, you know, approve and, and, you know, change if needed. These connection settings will allow you to quickly and easily set up the details of how you and the publisher will collaborate. So instead of going back and forth and back and forth and taking a lot of time to get these things agreed upon, we’ve placed them here in a self-serve UI. So you’re going to verify your use cases as well as then the match key that you’ll use, in this case, hashed email. You’re going to go ahead with the credit split. So we go ahead and set that up. Let me click that. And so you can choose who is going to be paying for these activities. Is it you, the advertiser, Luma demo, or is it the publisher? So we’re going to leave that there and we’re going to hit save. And then again, once we’ve worked out all the details with the publisher, we’re going to acknowledge and confirm and then we could submit this back to the publisher by just clicking on submit. And now this has been sent back to the publisher. It’s still in a pending phase or status here and you can, you know, view those connection settings that you submitted back to the publisher. In the meantime, the publisher is going to review those connection settings that you sent over and they’re going to either reject or accept those. And so let’s assume that they go ahead and accept those. And we’ll come back over to your UI. And you’re going to be on the lookout for this to change status. And so I’m going to go ahead and refresh that. It’ll take us back to setup. But if we click over to the connections and my connections, and now you can see that the status is no longer pending, but it is active. It is showing you that you don’t have any active projects yet. But now that you have this active connection with the publisher, you can go ahead and create a project and start collaborating. Good luck.